ADVICEOS

People & Products

The integration will allow AdviceOS users to pull client data from myprosperity....

People & Products

The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....

People & Products

Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....

People & Products

Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....

Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

Superannuation

Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....

Superannuation

The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 days 22 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago